Edit Documents

Version:

4.73

Document List Extract and Editing of Documents

Release Date:

Tuesday, August 11, 2009

Item	Audience	Description	Benefits
Data about Documents, and the Course they relate to, can be extracted to .csv	Management Configuration Course Listings	In the past it has been possible to get a list of all the scheduled courses in CourseSales.com into a tilde separated format that can be imported into a spreadsheet. This release makes it possible to get a similar list of Documents and the accompanying Course information.	Facilitates analysis of the data
Edit Documents	Sales Agent Course Administrator	Until now Documents (enquiries and registrations) were frozen at the point they were first submitted. This new feature provides the ability to edit documents while retaining a full history and audit trail. Features: Edit any field CourseSales.com keeps a complete copy of the document before and after the change User ID, timestamp and notes are kept Audit trail highlights which fields were changed	Update documents with corrections to contact details etc
Lite version of the Registration Form for free courses	Sales Agent Configuration	If a course price is zero, then a shorter version of the Registration Form is automatically used. This version eliminates the invoicing section, and bypasses the terms and conditions step.	Faster, easier registration where payment is not required

Item

Audience

Description

Benefits

Data about Documents, and the Course they relate to, can be extracted to .csv

Management
Configuration
Course Listings

In the past it has been possible to get a list of all the scheduled courses in CourseSales.com into a tilde separated format that can be imported into a spreadsheet. This release makes it possible to get a similar list of Documents and the accompanying Course information.

Facilitates analysis of the data

Edit Documents

Sales Agent
Course Administrator

Until now Documents (enquiries and registrations) were frozen at the point they were first submitted. This new feature provides the ability to edit documents while retaining a full history and audit trail.

Features:

Edit any field
CourseSales.com keeps a complete copy of the document before and after the change
User ID, timestamp and notes are kept
Audit trail highlights which fields were changed

Update documents with corrections to contact details etc

Lite version of the Registration Form for free courses

Sales Agent
Configuration

If a course price is zero, then a shorter version of the Registration Form is automatically used. This version eliminates the invoicing section, and bypasses the terms and conditions step.

Faster, easier registration where payment is not required

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